Working at Height Procedure template
A working at height procedure is the written process your team follows before and during any task where a person could fall a distance liable to cause injury — ladder and stepladder work, mezzanines and racking, roof access, or work near edges and openings. It covers how tasks are planned, which equipment is used, and what happens if something goes wrong.
Falls don't need scaffolding to be serious. In most ordinary businesses the risk lives in a stepladder in the stockroom, a wobbly chair someone grabbed to change a bulb, or an unfenced mezzanine edge. A procedure replaces "be careful" with named equipment, checks and rules that can be trained and enforced.
This template gives you the complete procedure: the avoid-prevent-minimise hierarchy, pre-task checks, ladder and stepladder rules, equipment inspection, and rescue arrangements.
Full text, ready to adapt.
Highlighted fields are placeholders — replace them with your organisation's specifics. A starting point, not legal advice.
Working at Height Procedure
SOP · Health & Safety
1. Purpose and scope
This procedure sets out how {{org.name}} plans and carries out work at height at [site(s)/locations]. It applies to employees and contractors doing any task where a fall could cause injury, however brief the task and however low the height.
2. When this procedure applies
- Any use of ladders, stepladders, kick stools, podiums, towers or mobile elevating work platforms.
- Work on or near fragile surfaces: [roof lights, fibre cement roofs — list yours].
- Work near open edges, openings, stairwells, excavations, or loading areas: [mezzanine, cellar drop, vehicle beds, racking].
- Reaching stock or equipment above shoulder height where climbing is involved.
- Never improvise access — chairs, pallets, crates and shelving are not work platforms, under any time pressure.
3. Roles and responsibilities
- Procedure owner ([name/role]): plans and authorises work at height, keeps the equipment register, and owns the rescue arrangements.
- Competent persons ([names/roles]): trained for the equipment they use; only they carry out work at height tasks.
- Managers and supervisors: check the plan exists before the task starts and stop any improvised access on sight.
- All staff: report defective equipment, damaged flooring or missing edge protection to [role] immediately.
4. Plan the work: avoid, prevent, minimise
- Avoid: do the work from the ground where reasonably practicable — extendable tools, lowering stock storage, assembling at ground level before installing.
- Prevent: where height can't be avoided, use equipment that stops a fall happening — guardrails, a podium or tower, a properly fenced platform.
- Minimise: where some fall risk remains, reduce the distance and consequences — and treat personal fall-arrest as the last resort, never the default.
- Any task using fall-arrest equipment needs a rescue plan agreed before work starts — a person suspended in a harness needs rescuing quickly, and 999 is not a rescue plan on its own.
5. Before you start
- 1Confirm the task is covered by a current risk assessment and this procedure; if not, stop and speak to [role].
- 2For outdoor work, check the weather — postpone in [wind/rain/ice conditions per your assessment].
- 3Select the equipment named in the plan; do not substitute whatever is nearest.
- 4Carry out a pre-use check of the equipment (see next sections) and reject anything defective.
- 5Set an exclusion zone below the work area and protect it with [cones/barriers/a colleague].
- 6Confirm someone knows the work is happening — work at height is never done alone unless the assessment explicitly allows it.
6. Ladder and stepladder rules
- 1Check before use: stiles not bent or split, rungs sound, feet present and gripping, locking mechanisms working.
- 2Stand the ladder on firm, level, dry ground — never on boxes, pallets or uneven surfaces.
- 3Set leaning ladders at the angle in HSE guidance (about one unit out for every four up) and secure or foot them per your assessment.
- 4Maintain three points of contact, and keep your belt buckle between the stiles — move the ladder rather than overreach.
- 5Carry tools in a belt or holster so both hands are free for climbing.
- 6Use ladders only for low-risk, short-duration work — if the task runs long ([HSE guidance uses around 30 minutes as a rule of thumb]) or needs force or both hands, choose a podium, tower or platform instead.
7. Equipment inspection and maintenance
- All work-at-height equipment is listed in a register at [location]: [ladders, stepladders, podiums, towers, harnesses — list yours], each with an ID.
- Pre-use checks by the user, every use — no check, no climb.
- Recorded inspections by [competent person/role] at [frequency — set from manufacturer instructions and current HSE guidance for each equipment type].
- Defective equipment is tagged, removed from use immediately, and repaired or destroyed — never left where a busy colleague might grab it.
- Hired or borrowed equipment is checked and added to the register before first use.
8. If something goes wrong
- 1Stop the task and make the area safe.
- 2If someone has fallen, call 999 and do not move them unless they are in immediate danger.
- 3If someone is suspended in a harness, start the rescue plan immediately and call 999 — suspension itself is a medical emergency.
- 4Report every fall, dropped object or near miss through our accident and incident reporting procedure the same shift.
- 5Do not resume the task until the assessment and plan have been reviewed by [role].
9. Records and review
The equipment register, inspection records, training records and task plans are kept in [system/location] and retained for [period]. This procedure is reviewed [frequency, e.g. annually], after any fall or near miss, and when equipment, premises or tasks change. Owner: [name/role]. Next review due: [date].
How to adapt this template.
Walk the site and list every task done off the ground, however small — the stockroom stepladder counts as much as the roof.
Apply the avoid step seriously before buying anything: lowering where stock is kept removes more risk than any ladder rule.
Build the equipment register as you edit section 7 — number each ladder physically so pre-use checks attach to a real item.
Bin or destroy every improvised access object (that chair, that pallet) the day you publish; removing the option is the control.
Agree the rescue arrangements before anyone uses fall-arrest equipment, and rehearse them once.
Train the rules with the actual equipment in the actual spaces, and set the review date and owner before publishing.
Turn this template into trained, proven behaviour
A policy in a drawer proves nothing. In TrainedTeam this template becomes assigned training with knowledge checks, e-signature acknowledgments, version history, and an audit-ready record of who completed what, when.
Working at Height Procedure template FAQs
What counts as working at height in the UK?
Any work where a person could fall a distance liable to cause personal injury — the Work at Height Regulations 2005 set no minimum height. A stepladder in a stockroom, standing on a mezzanine edge, or working beside an open cellar drop all count; the test is whether a fall could hurt someone, not how high up they are.
Are ladders banned at work?
No — that is a persistent myth. Ladders and stepladders remain lawful and appropriate for low-risk, short-duration tasks where your risk assessment supports them. The duty is to choose the right equipment for the task and use it properly, not to avoid ladders altogether.
Do staff need training to use a stepladder?
The regulations require work at height to be carried out by competent people, and competence has to come from somewhere — for ladders and stepladders that is usually short, practical in-house training covering checks, positioning and safe use, recorded like any other training. More complex equipment (towers, MEWPs, harnesses) needs formal training for that equipment.
How often should ladders be inspected?
Two layers: a pre-use check by the user every time, plus recorded inspections by a competent person at intervals you set from the manufacturer's instructions and current HSE guidance. The law fixes the outcome — equipment maintained and safe — rather than one universal interval.
Do the Work at Height Regulations apply to small businesses?
Yes. They apply to every employer and to anyone who controls work at height, whatever the size of the business. What changes with size is proportionality: a cafe with one stepladder needs a short, simple procedure — but it still needs the planning, the right equipment and the checks.
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